Spoken languages : English
Lenka, as licensed investment representative, is an integral part of our team with a focus on administration.
She assists clients with all administrative matters. Some of her many responsibilities include: account opening, monthly income disbursements and funds transfers, registered accounts contributions, account transfers, managing clients fixed income maturities, various statements and accounting queries, online services as well as all other documentation related matters. She maintains our client database and is fully licensed to trade securities.
Lenka originally from Slovakia, moved to British Columbia 23 years ago, For the last 11 years she has called Victoria her home. Besides her native Slovak, and having learned English, she is also fluent in Spanish. She is a proud mom to her 9 year old daughter Gracie and an avid ballroom dancer.
With over a decade of industry experience and a cheery disposition, she is an important asset to the team.